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Portfolio (Quarterly) Guide ↗

PIAR LLC

· CIK 0002054677
13F Portfolio $174M AUM 92 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 30 New 19 Added 41 Reduced 19 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CALL MONGODB INC 12.0 $204K 0.12% -3K -99.5% $17008.17
Page 3 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 54.1%
Industrials 18.7%
Communication Services 10.8%
Consumer Cyclical 9.5%
Financial Services 2.5%
Energy 1.9%
Healthcare 1.6%
Utilities 0.9%